Greenhaven Associates Inc
Institutional investor · Portfolio as of Q1 2026
Top Holdings27 positions
| 12.5M | $933.2M | 15.4% | — | — | 22 qtrssince 2020-Q4 | Decreased 0 | |
 Lennar Corporation | 10.6M | $923.3M | 15.2% | $61.88 | +37.87% | 26 qtrssince 2019-Q4 | Increased 66 |
 Toll Brothers, Inc. | 5.6M | $770.4M | 12.7% | $37.42 | +262.67% | 26 qtrssince 2019-Q4 | Increased 63 |
 PulteGroup, Inc. | 5.5M | $646.5M | 10.6% | $39.74 | +194.67% | 16 qtrssince 2022-Q2 | Decreased 0 |
 D.R. Horton, Inc. | 3.5M | $475.7M | 7.8% | $64.42 | +111.73% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Oshkosh Corporation | 2.5M | $372.6M | 6.1% | $71.94 | +102.96% | 15 qtrssince 2022-Q3 | Increased 61 |
 Arrow Electronics, Inc. | 1.9M | $271.9M | 4.5% | $132.50 | +8.23% | 13 qtrssince 2023-Q1 | Decreased 0 |
 Avnet, Inc. | 3.9M | $241.6M | 4.0% | $39.62 | +54.32% | 15 qtrssince 2022-Q3 | Decreased 0 |
 Baxter International Inc. | 14.3M | $240.4M | 4.0% | $20.10 | -16.51% | 3 qtrssince 2025-Q3 | Increased 74 |
 SLB Limited | 4.7M | $239.7M | 3.9% | $37.77 | +34.65% | 2 qtrssince 2025-Q4 | Increased 57 |
 ICON plc | 2M | $221.6M | 3.6% | $110.96 | -0.27% | 4 qtrssince 2025-Q2 | Increased 92 |
 Lear Corporation | 1.7M | $205.5M | 3.4% | $116.85 | +2.45% | 24 qtrssince 2020-Q2 | Decreased 0 |
 Avantor, Inc. | 22.6M | $177.1M | 2.9% | $11.95 | -34.40% | 3 qtrssince 2025-Q3 | Increased 59 |
 NOV Inc. | 5.8M | $108.2M | 1.8% | $15.27 | +21.56% | 11 qtrssince 2023-Q3 | Increased 48 |
 VANGUARD INSTL INDEX FD | 1.2M | $90.5M | 1.5% | $73.42 | +0.98% | 3 qtrssince 2025-Q3 | Increased 67 |
 Meritage Homes Corporation | 1.5M | $90M | 1.5% | $36.21 | +68.39% | 16 qtrssince 2022-Q2 | Decreased 0 |
 Lennar Corporation | 364,059 | $30.6M | 0.5% | — | — | 26 qtrssince 2019-Q4 | Unchanged 0 |
 TAYLOR MORRISON HOME CORP A | 270,608 | $15.8M | 0.3% | — | — | 2 qtrssince 2025-Q4 | Increased 55 |
 DNOW Inc. | 824,487 | $9.8M | 0.2% | $11.91 | 0.00% | 1 qtr | New 47 |
 CRH PLC | 17,500 | $1.8M | 0.0% | $52.20 | +99.84% | 11 qtrssince 2023-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2024-Q4 | $6,760,008,557 | -20.7293760778% |
| 2025-Q1 | $6,293,956,530 | -6.8942520275% |
| 2025-Q2 | $6,721,573,525 | 6.79408878917% |
| 2025-Q3 | $6,575,476,539 | -2.17355334218% |
| 2025-Q4 | $6,170,050,440 | -6.16572953451% |
| 2026-Q1 | $6,071,579,036 | -1.59595784439% |
Greenhaven Associates Inc manages $6.1B across 27 positions as of Q1 2026. Top holdings: General Motors Co (GM) (15.4%), LEN (15.2%), TOL (12.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added DNOW; exited MRP, TFX, C and 1 more; increased 11, led by ICLR (+2M shares); trimmed 9, led by LEA (−78,669 shares). Top move: ICLR (INCREASED, conviction 92). Portfolio: $6.1B across 27 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR